Sales - CRM Lead Assessments

Description

This subject area provides information on the lead assessments submitted against the leads.

This subject area can be combined with any other subject area that has Lead dimension when the results are needed at level of lead grain.

Business Questions

This subject area can answer the following business questions:

• What are the responses for different Leads for an Assessment submitted e.g. Lead Qualification Assessment?

Job Roles

The following job roles secure access to this subject area:

• Channel Account Manager

• Channel Administrator

• Channel Operations Manager

• Channel Partner Manager

• Channel Partner Portal Administrator

• Channel Sales Director

• Channel Sales Manager

• Partner Administrator

• Partner Sales Manager

• Partner Sales Representative

• Sales Administrator

• Sales Manager

• Sales Representative

• Sales Restricted User

Duty Roles

The following duty roles secure access to this subject area:

• Partner Channel Administrative Transaction Analysis Duty

• Partner Channel Transaction Analysis Duty

• Partner Org Transaction Analysis Duty

• Sales Administrative Transaction Analysis Duty

• Sales Managerial Transaction Analysis Duty

• Sales Transaction Analysis Duty

Primary Navigation

Navigator > Sales > Leads

Time Reporting

Yes

Time dimension is linked to Sales - CRM Lead Asssessmenst."Lead Assessment"."Creation Date".

Transactional Grain

This subject area returns the data at multiple grains

a) Lead Assessment Facts: Provides information at the grain of a Lead Assessment

b) Lead Assessment Response Facts: Provides information at the grain of a Lead Assessment Response

Special Considerations

By default, the 'implicit' fact table for this subject area is the Lead Assessment fact. This means that in the absence of any metric, a report would return the data associated at the Lead Assessment level.